Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $59.9B
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.2B
AUM Growth
+$6.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,136
New
Increased
Reduced
Closed

Top Buys

1
+$364M
2
+$348M
3
+$269M
4
MSFT icon
Microsoft
MSFT
+$218M
5
COST icon
Costco
COST
+$188M

Top Sells

1
+$32.6M
2
+$24M
3
+$23.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$16M
5
PFG icon
Principal Financial Group
PFG
+$14.7M

Sector Composition

1 Technology 8.84%
2 Healthcare 4.28%
3 Financials 3.88%
4 Consumer Discretionary 2.68%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-28,447
2027
– –
-4,185
2028
– –
-69,166
2029
– –
-9,107
2030
– –
-10,196
2031
– –
-1,123
2032
– –
-12,006
2033
– –
-10,246
2034
– –
-4,206
2035
– –
-12,451
2036
– –
-10,633
2037
– –
-1,301
2038
– –
-8,136
2039
– –
-28,084
2040
– –
-16,643
2041
– –
-18,956
2042
– –
-26,000
2043
– –
-26,171
2044
– –
-15,208
2045
– –
-4,111
2046
– –
-3,621
2047
– –
-16,140
2048
– –
-18,595
2049
– –
-32,750
2050
– –
-11,094
80 81
82
83 84